AUMdb

Codescience Inc. 401(k) Plan

Sponsored by Codescience Inc. · EIN 271479675 · Plan #001

Total assets
$843K
Net assets
$843K
Active participants
2
With balances
16

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vision Asset Management Llc CRD 163765 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Vision Asset Management Investment advisory (plan) $71,689
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management $11,094